Roles and Responsibilities in a Formal Review

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The participants in any formal review should have adequate knowledge of the review process. 

In the case of Inspection or Technical Review, participants should be trained enough as both types of Reviews have proven to be far less successful without trained participants. 

The best formal reviews come from well-organized teams, guided by trained moderators or review leaders. The formal Review includes the roles below:

  1. Author
  2. Management
  3. Moderator
  4. Review Leader
  5. Reviewer
  6. Recorder

1. Author

The Writer or Creator of the work product under review; or person with prime responsibility for the Documents to be reviewed. 

The author's fundamental goal should be to learn as much as possible about improving the quality of the document and his ability to write future Documents.

If you involve several people in the creation, appoint the author responsible for the documents, he also fixes defects in the work product under Review.

2. Management

Who decides on the execution of reviews, allocates time in project schedules, assigns staff, budget, and monitor ongoing cost-effectiveness. The manager will also take care of any review training requested by the participants. 

The manager assigns the necessary resources and selects the review team.

3. Facilitator or Moderator

Ensures that review meetings conduct effectively. Mediates, if necessary, between the various points of view. Is often the person upon whom the success of the Review depends.

4. Review Leader

Takes overall responsibility for the Review.

Decide who will be involved and organize when and where review will occur.

5. Reviewer

Also called checker or inspectors. Individuals with a specific technical or business background. Choose reviewers to represent different perspectives and roles in the review process. They identify and describe problems in the review object.

The reviewer should also label good parts in the document. The reviewer may fail to achieve his objective due to the required person's unavailability, less qualification, time pressure, lack of preparation, missing documents, insufficient documents, lack of management support, or technical skills.

6. Scribe or Recorder

Documents all the issues and open points during the meeting. In practice, it is often the author who plays this role. If the author logs his defects, he understands the log better during rework. It is also good practice to have a recorder other than the author to save time.

The recorder must be able to record in a short and precise way, correctly capturing the essence of the discussion.

In some review types, one individual may play more than one role, and the activities associated with each role may also change based on review type.